Insigneo Advisory Services’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
2,284
-44
| -2% | -$14.6K | 0.07% | 235 |
|
|
2025
Q1 | $602K | Sell |
2,328
-66
| -3% | -$17.1K | 0.06% | 252 |
|
|
2024
Q4 | $684K | Buy |
2,394
+272
| +13% | +$77.7K | 0.07% | 227 |
|
|
2024
Q3 | $570K | Sell |
2,122
-65
| -3% | -$17.5K | 0.06% | 286 |
|
|
2024
Q2 | $543K | Buy |
2,187
+25
| +1% | +$6.21K | 0.06% | 270 |
|
|
2024
Q1 | $630K | Buy |
2,162
+125
| +6% | +$36.4K | 0.07% | 222 |
|
|
2023
Q4 | $632K | Buy |
2,037
+160
| +9% | +$49.7K | 0.09% | 201 |
|
|
2023
Q3 | $537K | Buy |
1,877
+184
| +11% | +$52.6K | 0.11% | 177 |
|
|
2023
Q2 | $558K | Buy |
1,693
+583
| +53% | +$192K | 0.11% | 176 |
|
|
2023
Q1 | $325K | Sell |
1,110
-14
| -1% | -$4.11K | 0.1% | 197 |
|
|
2022
Q4 | $290K | Buy |
+1,124
| New | +$290K | 0.11% | 191 |
|